-71.4%
OPEN vs SHAK
-21.2%
-50.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.8% | +10.0% | +12.6% |
| 7D | +3.7% | +8.3% | -4.7% | +1.2% |
| 30D | -14.3% | +16.7% | -31.0% | -18.2% |
| 3M | -51.9% | +10.0% | -61.9% | -53.4% |
| 6M | -61.4% | -23.8% | -37.6% | -58.1% |
| YTD | -66.0% | -10.3% | -55.8% | -68.8% |
| 1Y | -71.4% | -22.9% | -48.5% | -63.0% |
| All | -71.4% | -21.2% | -50.1% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SHAK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling